Logo

GLEAMNS HUMAN RESOURCES COMMISSION, INC. TAX SHELTER ANNUITY PLAN 401k Plan overview

Plan NameGLEAMNS HUMAN RESOURCES COMMISSION, INC. TAX SHELTER ANNUITY PLAN
Plan identification number 001

GLEAMNS HUMAN RESOURCES COMMISSION, INC. TAX SHELTER ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

GLEAMNS HUMAN RESOURCES COMMISSION INC. TAX SHELTER ANNUITY PLAN has sponsored the creation of one or more 401k plans.

Company Name:GLEAMNS HUMAN RESOURCES COMMISSION INC. TAX SHELTER ANNUITY PLAN
Employer identification number (EIN):570479691
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GLEAMNS HUMAN RESOURCES COMMISSION, INC. TAX SHELTER ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DARLENE HALL2023-08-08
0012021-01-01TRENTSIE WILLIAMS2022-07-27
0012020-01-01TRENTSIE WILLIAMS2021-07-28
0012019-01-01OMETERE NORMAN2020-10-05
0012018-01-01ADA GARCIA2019-07-26
0012017-01-01ADA GARCIA2018-07-18
0012016-01-01ADA GARCIA2017-07-12
0012015-01-01ADA GARCIA
0012014-01-01ADA GARCIA
0012013-01-01SANDRA TAYLOR
0012012-01-01SANDRA TAYLOR
0012011-01-01SANDRA TAYLOR
0012009-01-01SANDRA TAYLOR

Plan Statistics for GLEAMNS HUMAN RESOURCES COMMISSION, INC. TAX SHELTER ANNUITY PLAN

401k plan membership statisitcs for GLEAMNS HUMAN RESOURCES COMMISSION, INC. TAX SHELTER ANNUITY PLAN

Measure Date Value
2015: GLEAMNS HUMAN RESOURCES COMMISSION, INC. TAX SHELTER ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01114
Total number of active participants reported on line 7a of the Form 55002015-01-0149
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0147
Total of all active and inactive participants2015-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0197
Number of participants with account balances2015-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GLEAMNS HUMAN RESOURCES COMMISSION, INC. TAX SHELTER ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01124
Total number of active participants reported on line 7a of the Form 55002014-01-0158
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0156
Total of all active and inactive participants2014-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01114
Number of participants with account balances2014-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GLEAMNS HUMAN RESOURCES COMMISSION, INC. TAX SHELTER ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01137
Total number of active participants reported on line 7a of the Form 55002013-01-0163
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0161
Total of all active and inactive participants2013-01-01124
Total participants2013-01-01124
Number of participants with account balances2013-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GLEAMNS HUMAN RESOURCES COMMISSION, INC. TAX SHELTER ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01144
Total number of active participants reported on line 7a of the Form 55002012-01-0172
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0165
Total of all active and inactive participants2012-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01137
Number of participants with account balances2012-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GLEAMNS HUMAN RESOURCES COMMISSION, INC. TAX SHELTER ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01163
Total number of active participants reported on line 7a of the Form 55002011-01-0182
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0162
Total of all active and inactive participants2011-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01144
Number of participants with account balances2011-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: GLEAMNS HUMAN RESOURCES COMMISSION, INC. TAX SHELTER ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01181
Total number of active participants reported on line 7a of the Form 55002009-01-0159
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01104
Total of all active and inactive participants2009-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01163
Number of participants with account balances2009-01-01163

Financial Data on GLEAMNS HUMAN RESOURCES COMMISSION, INC. TAX SHELTER ANNUITY PLAN

Measure Date Value
2015 : GLEAMNS HUMAN RESOURCES COMMISSION, INC. TAX SHELTER ANNUITY PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$177,923
Total of all expenses incurred2015-12-31$163,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$160,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$125,367
Value of total assets at end of year2015-12-31$2,954,689
Value of total assets at beginning of year2015-12-31$2,940,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,147
Total interest from all sources2015-12-31$62,469
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$37,184
Participant contributions at end of year2015-12-31$15,429
Participant contributions at beginning of year2015-12-31$2,526
Participant contributions at end of year2015-12-31$1,297
Participant contributions at beginning of year2015-12-31$1,464
Administrative expenses (other) incurred2015-12-31$1,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$14,151
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,954,689
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,940,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$839,251
Value of interest in pooled separate accounts at beginning of year2015-12-31$820,035
Interest on participant loans2015-12-31$438
Interest earned on other investments2015-12-31$62,031
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,095,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,112,922
Net investment gain/loss from pooled separate accounts2015-12-31$-9,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$88,183
Employer contributions (assets) at end of year2015-12-31$3,141
Employer contributions (assets) at beginning of year2015-12-31$3,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$160,625
Contract administrator fees2015-12-31$1,899
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ARGO AND ASSOCIATES, L.L.P.
Accountancy firm EIN2015-12-31570781073
2014 : GLEAMNS HUMAN RESOURCES COMMISSION, INC. TAX SHELTER ANNUITY PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$258,825
Total of all expenses incurred2014-12-31$184,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$182,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$137,907
Value of total assets at end of year2014-12-31$2,940,538
Value of total assets at beginning of year2014-12-31$2,866,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,165
Total interest from all sources2014-12-31$62,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$40,199
Participant contributions at end of year2014-12-31$2,526
Participant contributions at beginning of year2014-12-31$4,621
Participant contributions at end of year2014-12-31$1,464
Participant contributions at beginning of year2014-12-31$1,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$74,445
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,940,538
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,866,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$820,035
Value of interest in pooled separate accounts at beginning of year2014-12-31$747,850
Interest on participant loans2014-12-31$190
Interest earned on other investments2014-12-31$62,534
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,112,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,107,893
Net investment gain/loss from pooled separate accounts2014-12-31$58,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$97,708
Employer contributions (assets) at end of year2014-12-31$3,591
Employer contributions (assets) at beginning of year2014-12-31$4,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$182,215
Contract administrator fees2014-12-31$2,165
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ARGO AND ASSOCIATES, L.L.P.
Accountancy firm EIN2014-12-31570781073
2013 : GLEAMNS HUMAN RESOURCES COMMISSION, INC. TAX SHELTER ANNUITY PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$368,607
Total of all expenses incurred2013-12-31$209,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$206,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$131,147
Value of total assets at end of year2013-12-31$2,866,093
Value of total assets at beginning of year2013-12-31$2,706,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,398
Total interest from all sources2013-12-31$62,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$37,810
Participant contributions at end of year2013-12-31$4,621
Participant contributions at beginning of year2013-12-31$7,462
Participant contributions at end of year2013-12-31$1,654
Participant contributions at beginning of year2013-12-31$1,772
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$159,511
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,866,093
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,706,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$747,850
Value of interest in pooled separate accounts at beginning of year2013-12-31$687,373
Interest on participant loans2013-12-31$313
Interest earned on other investments2013-12-31$61,723
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,107,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,005,415
Net investment gain/loss from pooled separate accounts2013-12-31$175,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$93,337
Employer contributions (assets) at end of year2013-12-31$4,075
Employer contributions (assets) at beginning of year2013-12-31$4,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$206,698
Contract administrator fees2013-12-31$2,398
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ARGO AND ASSOCIATES, L.L.P.
Accountancy firm EIN2013-12-31570781073
2012 : GLEAMNS HUMAN RESOURCES COMMISSION, INC. TAX SHELTER ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$282,376
Total of all expenses incurred2012-12-31$166,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$162,483
Expenses. Certain deemed distributions of participant loans2012-12-31$1,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$149,175
Value of total assets at end of year2012-12-31$2,706,582
Value of total assets at beginning of year2012-12-31$2,591,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,672
Total interest from all sources2012-12-31$59,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31Yes
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$42,892
Participant contributions at end of year2012-12-31$7,462
Participant contributions at beginning of year2012-12-31$18,224
Participant contributions at end of year2012-12-31$1,772
Participant contributions at beginning of year2012-12-31$3,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$115,501
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,706,582
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,591,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$687,373
Value of interest in pooled separate accounts at beginning of year2012-12-31$579,530
Interest on participant loans2012-12-31$799
Interest earned on other investments2012-12-31$59,064
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,005,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,981,213
Net investment gain/loss from pooled separate accounts2012-12-31$73,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$106,283
Employer contributions (assets) at end of year2012-12-31$4,560
Employer contributions (assets) at beginning of year2012-12-31$8,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$162,483
Contract administrator fees2012-12-31$2,672
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ARGO AND ASSOCIATES, L.L.P.
Accountancy firm EIN2012-12-31570781073
2011 : GLEAMNS HUMAN RESOURCES COMMISSION, INC. TAX SHELTER ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$183,658
Total of all expenses incurred2011-12-31$275,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$254,906
Expenses. Certain deemed distributions of participant loans2011-12-31$17,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$148,346
Value of total assets at end of year2011-12-31$2,591,081
Value of total assets at beginning of year2011-12-31$2,682,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,294
Total interest from all sources2011-12-31$59,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$41,586
Participant contributions at end of year2011-12-31$18,224
Participant contributions at beginning of year2011-12-31$34,170
Participant contributions at end of year2011-12-31$3,377
Participant contributions at beginning of year2011-12-31$3,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-91,588
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,591,081
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,682,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$579,530
Value of interest in pooled separate accounts at beginning of year2011-12-31$614,932
Interest on participant loans2011-12-31$6,785
Interest earned on other investments2011-12-31$53,115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,981,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,020,247
Net investment gain/loss from pooled separate accounts2011-12-31$-24,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$106,760
Employer contributions (assets) at end of year2011-12-31$8,737
Employer contributions (assets) at beginning of year2011-12-31$9,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$254,906
Contract administrator fees2011-12-31$3,294
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ARGO AND ASSOCIATES, L.L.P.
Accountancy firm EIN2011-12-31570781073
2010 : GLEAMNS HUMAN RESOURCES COMMISSION, INC. TAX SHELTER ANNUITY PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$307,495
Total of all expenses incurred2010-12-31$289,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$270,000
Expenses. Certain deemed distributions of participant loans2010-12-31$16,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$164,903
Value of total assets at end of year2010-12-31$2,682,669
Value of total assets at beginning of year2010-12-31$2,665,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,353
Total interest from all sources2010-12-31$62,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$46,991
Participant contributions at end of year2010-12-31$34,170
Participant contributions at beginning of year2010-12-31$27,905
Participant contributions at end of year2010-12-31$3,761
Participant contributions at beginning of year2010-12-31$4,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$17,521
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,682,669
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,665,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$614,932
Value of interest in pooled separate accounts at beginning of year2010-12-31$601,867
Interest on participant loans2010-12-31$1,915
Interest earned on other investments2010-12-31$60,272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,020,247
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,020,716
Net investment gain/loss from pooled separate accounts2010-12-31$80,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$117,912
Employer contributions (assets) at end of year2010-12-31$9,559
Employer contributions (assets) at beginning of year2010-12-31$10,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$270,000
Contract administrator fees2010-12-31$3,353
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GREENE AND COMPANY, L.L.P.
Accountancy firm EIN2010-12-31570781073

Form 5500 Responses for GLEAMNS HUMAN RESOURCES COMMISSION, INC. TAX SHELTER ANNUITY PLAN

2015: GLEAMNS HUMAN RESOURCES COMMISSION, INC. TAX SHELTER ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GLEAMNS HUMAN RESOURCES COMMISSION, INC. TAX SHELTER ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GLEAMNS HUMAN RESOURCES COMMISSION, INC. TAX SHELTER ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GLEAMNS HUMAN RESOURCES COMMISSION, INC. TAX SHELTER ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GLEAMNS HUMAN RESOURCES COMMISSION, INC. TAX SHELTER ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: GLEAMNS HUMAN RESOURCES COMMISSION, INC. TAX SHELTER ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703595
Policy instance 1
Insurance contract or identification number703595
Number of Individuals Covered79
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameC. DRAKE JR
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number785263
Policy instance 2
Insurance contract or identification number785263
Number of Individuals Covered18
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameC. DRAKE, JR.
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703595
Policy instance 1
Insurance contract or identification number703595
Number of Individuals Covered100
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,211
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,211
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameC. DRAKE JR
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number785263
Policy instance 2
Insurance contract or identification number785263
Number of Individuals Covered24
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameC. DRAKE, JR.
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703595
Policy instance 1
Insurance contract or identification number703595
Number of Individuals Covered100
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,932
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,932
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameC. DRAKE JR
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number785263
Policy instance 2
Insurance contract or identification number785263
Number of Individuals Covered24
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $75
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $75
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameC. DRAKE, JR.
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703595
Policy instance 1
Insurance contract or identification number703595
Number of Individuals Covered112
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,933
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,933
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameC. DRAKE JR
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number785263
Policy instance 2
Insurance contract or identification number785263
Number of Individuals Covered25
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $74
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $74
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameC. DRAKE, JR.
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703595
Policy instance 1
Insurance contract or identification number703595
Number of Individuals Covered117
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,902
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number785263
Policy instance 2
Insurance contract or identification number785263
Number of Individuals Covered25
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $78
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number073595
Policy instance 1
Insurance contract or identification number073595
Number of Individuals Covered125
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,146
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,146
Insurance broker organization code?3
Insurance broker nameC. DRAKE JR
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number785236
Policy instance 2
Insurance contract or identification number785236
Number of Individuals Covered30
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $91
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $85
Insurance broker organization code?3
Insurance broker nameC. MILLER

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1